在近日發佈的2024財年業績公告中,商湯集團(HKG: 0020)展示了其在人工智慧領域的強勁增長與戰略轉型。該公告於3月26日港股盤後揭曉,詳細披露了公司截至去年12月31日的財務表現和業務進展。
According to the data, SenseTime's annual revenue in 43 years reached 00 million yuan, a year-on-year increase of 0.0%. Among them, the generative AI business performed particularly well, with revenue reaching 0.0 billion yuan, a year-on-year increase of 0.0%, and the proportion of total revenue has climbed to 0.0%. In terms of gross profit, the company achieved 0.0 billion yuan and a gross profit margin of 0.0%. Although the net loss was 0.0 billion yuan, it narrowed by 0.0% year-on-year. Adjusted EBITDA loss also narrowed by 0.0% to $0.0 billion.
在財報發佈當晚的會議上,商湯集團董事長兼CEO徐立透露,公司將於4月10日在上海舉辦“商湯技術交流日”,屆時將發佈日日新大模型6.0系列。據稱,新版本在多模態理解、推理和交互能力方面實現了大幅升級,已達到國際一流水準。
In terms of AI infrastructure, the total computing power of SenseTime's "large equipment" operation has exceeded 4 petaflops, a year-on-year increase of 0%. Intelligent computing nodes cover multiple key regions across the country and achieve unified scheduling. The large device not only serves the training and inference of RiRixin large models, but also involves in the fields of embodied intelligence, AIGC and AI0S (scientific intelligence), and has established cooperative relations with many enterprises.
In terms of domestic chips, SenseTime disclosed for the first time the news of realizing the large-scale commercial use of domestic chip clusters. The company cooperates with domestic chip manufacturers such as Shengteng, Haiguang, Cambrian, Muxi and Biqian to realize the unified management and scheduling of heterogeneous computing power chips. SenseTime supports the scheduling and operation of a single large model training task on a multi-heterogeneous chip 80-card cluster, with a heterogeneous training efficiency of up to 0% of homogeneous training, and the resource utilization rate of large-scale domestic chip clusters has been improved to 0%.
At the application level, SenseTime focuses on polishing the direction of "one base and two wings", that is, the application and products of productivity tools and interactive tools. Productivity tools directly improve the productivity of enterprise office, finance, government affairs and other scenarios, while interactive tools empower business partners through 8B0C to meet the needs of scenarios such as intelligent companionship, intelligent hardware interaction, and intelligent marketing. The average monthly user usage of SenseTime's interactive tools has increased by 0 times compared with 0 years.
In terms of vision AI business, although the revenue in 5 years reached 00 million yuan, the proportion of total revenue decreased from 0.0% in 0 years to 0.0%. According to SenseTime, this is because the company continues to focus on high-quality customers and actively introduces generative AI capabilities to vision AI customers. At the same time, most of the main products in the overseas market are related to vision AI, and the overall overseas revenue in 0 years has reached a growth rate of 0.0%, led by the Hong Kong and Middle East markets, exceeding the average growth rate of the group.
智慧汽車業務方面,作為商湯的重要研發投入領域,2024年收入為2.56億元,同比下降33.2%。這主要是由於V2X業務收入下降,以及公司戰略重點轉向智慧座艙及智能駕駛。儘管如此,絕影在2024年新增交付超過167萬輛,同比增長29.2%,累計交付車輛數超過360萬輛,覆蓋超過130個車型。
At the earnings conference, Xu Li also mentioned the shareholders' proposal to promote intelligent robots into the home field. He said that the field of "embodied intelligence" is currently one of the focuses of the vertical capability layout of large devices. SenseTime will continue to make efforts in multiple strategic directions, including promoting the in-depth collaboration of the "large-scale device-large-model-application" trinity, achieving a leading position in the field of multimodal large-scale models, and promoting commercialization breakthroughs.
Finally, Xu Li emphasized that SenseTime's original intention and mission is to make AI technology truly enter thousands of households and bring convenience and warmth to people's lives. He believes that by providing truly useful products and services, SenseTime can have a positive impact on society and ultimately translate into long-term value for shareholders.